DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,416,430 | -8.6% | 122,241 | -4.6% | 0.33% | -7.6% |
| Q2 2023 | $7,022,456 | +4.0% | 128,147 | 0.0% | 0.36% | +0.3% |
| Q1 2023 | $6,753,347 | +12.7% | 128,147 | +9.4% | 0.35% | +16.1% |
| Q4 2022 | $5,990,893 | +7.7% | 117,124 | -2.1% | 0.30% | +12.1% |
| Q3 2022 | $5,561,000 | -2.8% | 119,651 | +0.3% | 0.27% | -1.4% |
| Q2 2022 | $5,724,000 | -15.6% | 119,305 | -1.3% | 0.28% | -26.0% |
| Q1 2022 | $6,779,000 | -8.7% | 120,926 | -2.3% | 0.37% | -6.0% |
| Q4 2021 | $7,427,000 | +27.3% | 123,764 | +21.9% | 0.40% | +15.7% |
| Q3 2021 | $5,835,000 | -6.8% | 101,489 | -5.3% | 0.34% | -3.1% |
| Q2 2021 | $6,261,000 | – | 107,210 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Index Fund Advisors, Inc. | 6,758,308 | $354,743,565 | 23.56% |
| DIXON FNANCIAL SERVICES, INC. | 598,046 | $31,391,429 | 21.19% |
| Heritage Wealth Management, Inc./Texas | 290,583 | $15,252,813 | 13.85% |
| TCI Wealth Advisors, Inc. | 2,049,675 | $107,587,440 | 13.73% |
| Disciplined Equity Management, Inc. | 270,248 | $14,185,318 | 11.86% |
| RESOURCE CONSULTING GROUP INC | 1,134,357 | $59,542,414 | 11.56% |
| Stordahl Capital Management, Inc. | 633,940 | $33,275,516 | 10.06% |
| ML & R WEALTH MANAGEMENT LLC | 723,715 | $37,987,775 | 9.92% |
| Financial Connections Group, Inc. | 149,943 | $7,870 | 9.71% |
| Moisand Fitzgerald Tamayo, LLC | 795,559 | $41,758,901 | 8.81% |